A detailed history of Creative Planning transactions in Sjw Group stock. As of the latest transaction made, Creative Planning holds 12,901 shares of SJW stock, worth $692,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,901
Previous 11,873 8.66%
Holding current value
$692,525
Previous $643,000 16.49%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$53.35 - $61.66 $54,843 - $63,386
1,028 Added 8.66%
12,901 $749,000
Q2 2024

Aug 15, 2024

BUY
$51.68 - $60.05 $52,610 - $61,130
1,018 Added 9.38%
11,873 $643,000
Q1 2024

May 10, 2024

SELL
$55.06 - $65.65 $68,164 - $81,274
-1,238 Reduced 10.24%
10,855 $614,000
Q4 2023

Feb 14, 2024

BUY
$57.35 - $69.19 $53,335 - $64,346
930 Added 8.33%
12,093 $790,000
Q3 2023

Nov 16, 2023

BUY
$60.11 - $72.91 $43,880 - $53,224
730 Added 7.0%
11,163 $671,000
Q2 2023

Jul 21, 2023

BUY
$68.77 - $80.8 $4,263 - $5,009
62 Added 0.6%
10,433 $731,000
Q1 2023

May 15, 2023

BUY
$72.41 - $83.35 $46,994 - $54,094
649 Added 6.68%
10,371 $789,000
Q4 2022

Feb 10, 2023

BUY
$59.46 - $83.55 $17,719 - $24,897
298 Added 3.16%
9,722 $789,000
Q3 2022

Nov 03, 2022

BUY
$57.6 - $68.06 $19,526 - $23,072
339 Added 3.73%
9,424 $543,000
Q2 2022

Aug 15, 2022

SELL
$56.6 - $71.65 $622 - $788
-11 Reduced 0.12%
9,085 $567,000
Q1 2022

May 16, 2022

BUY
$63.95 - $72.76 $581,689 - $661,824
9,096 New
9,096 $633,000
Q4 2020

Jan 29, 2021

SELL
$60.11 - $70.34 $450,163 - $526,776
-7,489 Closed
0 $0
Q3 2020

Nov 05, 2020

BUY
$58.56 - $71.06 $438,555 - $532,168
7,489 New
7,489 $456,000
Q1 2020

May 05, 2020

SELL
$49.48 - $74.73 $140,919 - $212,831
-2,848 Closed
0 $0
Q4 2019

Jan 30, 2020

SELL
$67.16 - $74.47 $73,137 - $81,097
-1,089 Reduced 27.66%
2,848 $202,000
Q3 2019

Nov 01, 2019

BUY
$61.23 - $69.23 $241,062 - $272,558
3,937 New
3,937 $269,000

Others Institutions Holding SJW

About SJW GROUP


  • Ticker SJW
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 30,247,700
  • Market Cap $1.62B
  • Description
  • SJW Group, through its subsidiaries, provides water utility services in the United States. It engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services. The company also provides non-tariffed services, including water system operations, maintenance agreements, and antenn...
More about SJW
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